| |
| |
|
| Insider
Information: |
Mansueto Joseph D |
| Relationship: |
Director |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
10,662,525 |
|
|
Indirect Shares
|
4,902,663 |
|
|
| Direct
Value |
$3,073,472,831 |
|
|
|
Indirect Value
|
$1,413,192,610 |
|
|
| Total
Shares |
15,565,188 |
|
|
| Total
Value |
$4,486,665,441 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Morningstar Inc |
MORN |
Executive Chairman, Di... |
2024-05-30 |
10,662,525 |
2024-05-30 |
4,902,663 |
Premium* |
|
|
Whole Foods Market Inc |
WFM |
Director |
2017-08-28 |
0 |
2017-08-28 |
0 |
Premium* |
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Records found :
1689 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 55 of 68
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2020-11-05 |
4 |
AS |
$206.07 |
$2,345,053 |
D/D |
(11,373) |
19,647,839 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-12-28 |
4 |
AS |
$109.78 |
$1,250,257 |
D/D |
(11,374) |
22,613,311 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2023-09-01 |
4 |
AS |
$232.25 |
$2,680,135 |
D/D |
(11,394) |
11,517,505 |
0 |
% |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-05 |
4 |
AS |
$47.78 |
$546,741 |
D/D |
(11,400) |
25,513,758 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-06 |
4 |
AS |
$48.00 |
$547,224 |
D/D |
(11,400) |
25,502,358 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-12 |
4 |
AS |
$47.19 |
$537,950 |
D/D |
(11,400) |
25,490,858 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-13 |
4 |
AS |
$47.41 |
$540,446 |
D/D |
(11,400) |
25,479,458 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-14 |
4 |
AS |
$47.39 |
$540,254 |
D/D |
(11,400) |
25,468,058 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-19 |
4 |
AS |
$48.02 |
$547,428 |
D/D |
(11,400) |
25,456,658 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-20 |
4 |
AS |
$48.34 |
$555,561 |
D/D |
(11,400) |
25,445,258 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-21 |
4 |
AS |
$49.55 |
$564,873 |
D/D |
(11,400) |
25,433,858 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-04-27 |
4 |
AS |
$49.62 |
$565,645 |
D/D |
(11,400) |
25,417,758 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-02 |
4 |
AS |
$47.63 |
$542,932 |
D/D |
(11,400) |
25,217,140 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-03 |
4 |
AS |
$47.68 |
$543,581 |
D/D |
(11,400) |
25,205,740 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-15 |
4 |
AS |
$46.05 |
$524,977 |
D/D |
(11,400) |
25,169,594 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-16 |
4 |
AS |
$46.04 |
$524,899 |
D/D |
(11,400) |
25,158,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2010-06-23 |
4 |
AS |
$45.00 |
$513,046 |
D/D |
(11,400) |
25,125,194 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2018-09-24 |
4 |
AS |
$130.95 |
$1,505,817 |
D/D |
(11,412) |
23,060,424 |
0 |
- |
|
| MORN |
Morningstar Inc |
Chairman & CEO |
• • – |
2006-09-26 |
4 |
AS |
$37.00 |
$424,705 |
D/D |
(11,416) |
29,656,072 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-07 |
4 |
AS |
$124.50 |
$1,422,270 |
D/D |
(11,416) |
22,482,835 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-05-17 |
4 |
AS |
$240.35 |
$2,765,612 |
D/D |
(11,418) |
12,541,630 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2022-03-24 |
4 |
AS |
$268.32 |
$3,071,148 |
D/D |
(11,429) |
12,692,996 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-02-05 |
4 |
AS |
$124.30 |
$1,431,126 |
D/D |
(11,442) |
22,504,197 |
0 |
- |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2021-03-01 |
4 |
AS |
$226.70 |
$2,634,921 |
D/D |
(11,463) |
18,975,731 |
0 |
% |
|
| MORN |
Morningstar Inc |
Executive Chairman |
• • • |
2019-12-16 |
4 |
AS |
$148.70 |
$1,723,873 |
D/D |
(11,476) |
21,028,225 |
0 |
- |
|
1689 Records found
|
|
Page 55 of 68 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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|
